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BDO Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BDO Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$18.6K Sell
191
-204
-52% -$20.1K ﹤0.01% 587
2023
Q1 		$39.2K Buy
395
+100
+34% +$9.78K ﹤0.01% 463
2022
Q4 		$28.6K Buy
295
+100
+51% +$9.71K ﹤0.01% 507
2022
Q3 		$19K Buy
195
+2
+1% +$200 ﹤0.01% 591
2022
Q2 		$20K Sell
193
-1,915
-91% -$198K ﹤0.01% 565
2022
Q1 		$221K Buy
2,108
+158
+8% +$16.6K 0.02% 258
2021
Q4 		$207K Buy
1,950
+21
+1% +$2.23K 0.02% 276
2021
Q3 		$204K Buy
1,929
+37
+2% +$3.92K 0.02% 274
2021
Q2 		$201K Buy
1,892
+21
+1% +$2.23K 0.02% 289
2021
Q1 		$198K Sell
1,871
-55
-3% -$5.79K 0.02% 292
2020
Q4 		$201K Buy
1,926
+17
+0.9% +$1.76K 0.03% 233
2020
Q3 		$199K Hold
1,909
– – 0.03% 219
2020
Q2 		$195K Buy
1,909
+9
+0.5% +$913 0.03% 221
2020
Q1 		$190K Sell
1,900
-40
-2% -$4.02K 0.04% 210
2019
Q4 		$195K Buy
1,940
+43
+2% +$4.31K 0.05% 195
2019
Q3 		$190K Buy
1,897
+1,856
+4,527% +$186K 0.05% 195
2019
Q2 		$4K Sell
41
-40
-49% -$4K ﹤0.01% 540
2019
Q1 		$8K Sell
81
-20
-20% -$1.98K ﹤0.01% 443
2018
Q4 		$10K Hold
101
– – ﹤0.01% 411
2018
Q3 		$10K Hold
101
– – ﹤0.01% 461
2018
Q2 		$10K Buy
+101
New +$10.1K ﹤0.01% 461

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's STIP Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 52% in Q2 2023, selling an estimated $20.1K and leaving 191 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

BDO Wealth Advisors first reported a position in STIP in Q2 2018 and has held it in 21 quarters since. The position peaked at $221K in Q1 2022. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • BDO Wealth Advisors held 191 shares of iShares 0-5 Year TIPS Bond ETF worth $18.6K as of Q2 2023.
  • BDO Wealth Advisors sold 204 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $20.1K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #587 holding.
  • BDO Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • BDO Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $221K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.